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SMH

Created byuser-lnjgx6

None Rebalancing

USD

High Risk

26.0yr backtest

Performance Summary

Total Return+1830.52%

Annualized Return+12.06%

Volatility+35.18%

Sharpe Ratio0.29

Max Drawdown+83.69%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

This diversified ETF portfolio offers 100% equity exposure through a core holding in semiconductors (SMH) for targeted growth in a key technology sector.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
SMH.US VanEck Semiconductor ETF • US92189F6768	US92189F6768	Dist	ETF	100.0%	0.35%
Total		Total			100.0%	0.35%

Performance

Portfolio Value Over Time

Starting with $10,000 investment → now worth $193,051.96

Histogram of Monthly Returns

The portfolio had a positive return during 185 of the 313 months (59%)

Monthly Returns Heatmap

Best month: +32.2% • Worst month: -32.5% • Best year: 2003 (+87.5%) • Worst year: 2000 (-47.0%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+12.0%	+0.7%	-5.7%	+32.2%	+11.8%	-	-	-	-	-	-	-	+57.3%
2025	+0.6%	-4.5%	-9.2%	-0.1%	+13.5%	+16.3%	+3.5%	+0.5%	+12.4%	+11.2%	-3.0%	+2.5%	+49.2%
2024	+6.3%	+14.0%	+6.2%	-4.8%	+12.3%	+8.4%	-5.3%	-1.4%	+0.8%	-1.5%	+0.2%	+0.4%	+39.1%
2023	+16.8%	+1.0%	+9.9%	-6.1%	+16.8%	+5.5%	+5.5%	-2.7%	-7.2%	-4.2%	+15.5%	+9.6%	+73.4%
2022	-10.8%	-2.6%	+0.6%	-14.8%	+6.4%	-16.7%	+16.4%	-9.5%	-13.7%	+2.2%	+20.3%	-10.4%	-33.9%
2021	+3.8%	+6.3%	+1.1%	-0.2%	+2.5%	+5.2%	+0.3%	+2.9%	-5.4%	+6.8%	+11.4%	+1.5%	+41.7%
2020	-2.7%	-4.1%	-11.2%	+14.2%	+5.5%	+8.3%	+8.8%	+5.5%	-0.7%	+0.4%	+19.2%	+5.1%	+55.0%
2019	+10.7%	+7.0%	+2.9%	+9.3%	-15.5%	+12.2%	+6.3%	-2.3%	+4.1%	+7.0%	+4.3%	+7.2%	+63.2%
2018	+8.9%	+0.0%	-2.1%	-6.8%	+10.3%	-4.2%	+3.1%	+2.9%	-2.3%	-12.2%	+3.5%	-8.9%	-9.9%
2017	+3.9%	+2.6%	+4.3%	-0.0%	+7.9%	-4.8%	+4.9%	+3.2%	+5.3%	+8.9%	-1.3%	-1.8%	+37.5%
2016	-6.7%	+1.4%	+9.2%	-4.8%	+8.5%	+0.2%	+11.4%	+4.3%	+4.9%	-1.7%	+4.1%	+1.2%	+35.0%
2015	-3.5%	+8.0%	-2.9%	+0.3%	+7.8%	-8.8%	-4.4%	-5.0%	+0.7%	+8.7%	+2.9%	-3.5%	-1.4%
2014	-3.0%	+6.0%	+4.5%	-2.1%	+3.7%	+6.8%	-1.5%	+6.0%	-1.1%	+0.7%	+8.0%	-1.1%	+29.5%
2013	+6.1%	+2.4%	+1.2%	+4.3%	+3.4%	-1.6%	+2.3%	-3.7%	+7.4%	+3.2%	+0.0%	+3.8%	+32.3%
2012	+10.2%	+3.0%	+3.9%	-3.4%	-10.1%	+3.9%	+0.0%	+2.4%	-3.9%	-1.7%	+3.2%	+2.1%	+8.4%
2011	+5.8%	+4.1%	-3.2%	+6.1%	-2.1%	-4.9%	-5.9%	-9.0%	-2.3%	+31.6%	-3.2%	-0.6%	+11.6%
2010	-11.3%	+6.7%	+5.8%	+4.0%	-5.3%	-5.4%	+5.7%	-11.3%	+14.3%	+6.5%	+5.4%	+4.8%	+17.7%
2009	-3.9%	-1.7%	+13.8%	+9.5%	+3.2%	+1.9%	+16.3%	+2.1%	+0.8%	-5.6%	+5.4%	+9.8%	+62.0%
2008	-13.3%	+1.5%	+0.7%	+6.5%	+6.9%	-9.1%	-5.9%	+2.2%	-13.2%	-16.0%	-19.7%	+6.1%	-45.2%
2007	+0.5%	+1.8%	-2.8%	+9.7%	+0.4%	+3.8%	-0.7%	+0.4%	+1.2%	+1.6%	-6.6%	+0.5%	+9.3%
2006	+1.8%	-0.7%	-1.8%	+3.7%	-9.6%	-3.2%	-4.2%	+8.2%	+0.7%	-0.8%	+1.7%	-2.4%	-7.5%
2005	-6.5%	+8.9%	-4.3%	-5.3%	+11.6%	-2.1%	+11.0%	-1.0%	-0.0%	-9.2%	+11.5%	-1.9%	+10.1%
2004	+1.1%	-2.5%	-3.4%	-10.6%	+10.3%	-2.8%	-13.0%	-10.8%	+3.1%	+7.0%	+0.4%	+2.7%	-19.5%
2003	-2.9%	+9.5%	-1.9%	+14.3%	+13.5%	-5.7%	+15.1%	+15.1%	-8.0%	+21.1%	+5.2%	-5.3%	+87.5%
2002	+8.2%	-10.9%	+15.3%	-10.9%	-7.3%	-21.1%	-11.7%	-10.1%	-20.2%	+24.6%	+22.2%	-24.4%	-47.0%
2001	+20.4%	-29.1%	-0.9%	+23.6%	-10.3%	+4.8%	-3.3%	-6.0%	-32.5%	+20.8%	+19.4%	-1.8%	-14.6%
2000	-	-	-	-	-5.9%	+8.0%	-10.1%	+16.8%	-28.0%	-7.5%	-27.0%	+2.1%	-47.0%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +83.69% • The longest drawdown period lasted for 16 years and 5 months and was between June 2000 and November 2016. It reached a trough of -83.7%.

Dividend Income

Summary

This portfolio contains 1 distributing ETF (100.0% of total allocation)

Total Dividends Received

$2,965.83

282 payments

Dividend Yield

0.58%

(annualized)

Avg Per Payment

$10.52

per event

All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.

Annual Breakdown

Dividend income per calendar year

Year	Dividends	Yield	Payments
2025	$375.40	0.39%	1
2024	$362.31	0.46%	1
2023	$350.72	0.74%	1
2022	$200.66	0.52%	1
2021	$131.13	0.30%	1
2020	$124.78	0.47%	1
2019	$174.97	0.93%	1
2018	$133.79	0.80%	1
2017	$113.23	0.81%	1
2016	$46.54	0.48%	1
2015	$91.22	1.05%	1
2014	$50.24	0.66%	1
2013	$52.99	0.89%	2
2012	$104.93	2.07%	26
2011	$270.00	6.12%	24
2010	$36.66	1.01%	25
2009	$55.13	1.95%	25
2008	$33.94	1.03%	25
2007	$204.60	5.07%	29
2006	$25.70	0.68%	29
2005	$12.09	0.32%	23
2004	$5.11	0.13%	16
2003	$3.27	0.10%	16
2002	$2.61	0.07%	12
2001	$2.77	0.06%	12
2000	$1.13	0.01%	6
Total	$2,965.83	0.58%	282

Detailed Metrics

Returns

Total Return

+1830.52%

Annualized Return

+12.06%

Avg Monthly Return

+1.37%

Risk

Volatility (Annual)

+35.18%

Max Drawdown

+83.69%

Positive Months

59%

Average Drawdown

-40.5%

Risk-Adjusted

Sharpe Ratio

0.29

Risk-free rate: 2.0%

Sortino Ratio

0.29

Downside risk adjusted

Return/Volatility

0.34

Calmar Ratio

0.14

Return/Max Drawdown

Ulcer Index

47.50

Drawdown depth & duration

Martin Ratio

0.00

Return/Ulcer Index

Backtest Configuration

Initial Investment

$10,000

Final Value

$193,051.96

Backtest Period

2000-05-05 to 2026-05-08
26.0 years

Rebalancing

none

Base Currency

USD